Earnings, Fed Watching, And Warren Buffett’s Annual Letter AheadEarnings season has 45 companies scheduled. Berkshire Hathaway’s earnings and Warren Buffett’s annual letter are scheduled for the holiday-shortened week.

Berkshire Hathaway’s Fourth Quarter 2024 Portfolio MovesBerkshire Hathaway’s $267 billion concentrated 38-stock portfolio added one new stock. Warren Buffett was likely a net seller of stocks for the ninth straight…

Fears Over Tariffs And AI Spending Overwhelm Better EarningsEarnings growth has been robust, but AI growth didn’t match elevated expectations. President Trump’s threat of reciprocal tariffs should add to market…